When using the Import Wizard to update existing Account records, which values are used to find matching records?

When using the Import Wizard to update existing Account records, the system looks for matching records primarily based on the Account Name and Site fields. This is essential because both fields provide a unique identifier for each account within the system. The Account Name serves as a primary descriptor of the account, while the Site field offers additional specificity, particularly when multiple accounts may share the same name but operate in different locations.

By relying on these two fields, the Import Wizard can accurately identify which existing records should be updated with the new information provided in the import file. This process ensures that updates are applied precisely, maintaining data integrity and consistency across the database. Other fields like Parent Account, Address, or Created By might be relevant to account management but are not used for matching records during an import process.